RTA recommends the use of templates to save time and keystrokes when adding like data into the system such as vehicles, vehicle warranties, and tires. The same goes for work orders. Every shop has repetitive work that is performed, so why not use template work orders to expedite the creation of work orders? Rather than adding work order lines one by one, you can use a template and all the work order lines will be added to the work order automatically. Repetitive or multi-line jobs such as PM services, inspections, brake jobs, engine tune-ups, engine rebuilds, tire repairs, putting a vehicle in-service, component rebuilding, and vehicle washes are ideal for templating. If you plan on using the Service Bulletins or the Auto-Create PM Work Orders feature, you'll need to create template work orders. Notes and checklists can be established in templates and brought forward to the work order when the template is applied. This is a great way to standardize jobs and make sure all steps are performedwithout having to reenter the information every time a work order is created!

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Adding a Template

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• VMRS Code (SSM, switch 38): Enter the VMRS code or press F1 to make the selection from a lookup list. These codes describe different jobs that can be done on a vehicle. The number of digits required and the type of lookup list available depends on the setting of the "VMRS System Level" switch. A six-digit code works well for many fleets because it provides sufficient detail without getting too detailed. Refer to "VMRS Codes".

• Repair Type Code: Select a repair type code from the drop down list to identify the type of repair to be performed by the mechanic. These codes are user-definable (SSY). The estimated hours to complete the job and how the costs are accounted for may vary depending on the repair type code selected. Refer to the following table for details.

  Code No.	Code Abbr.	VMRS Est. Hours From…	Description
  1	CHK	CHECK	Used for doing inspections or quick checks on a certain problem or part.
  2	RPR	REPAIR	Used for doing repairs in certain areas or parts.
  3	REP	RPLC 1 – 5	Used for replacing parts. The VMRS code contains five replacement times. The replacement time that gets used is determined by the vehicle difficulty factor. Vehicles can have a difficulty factor ranging from 1 – 5 for various repairs.
  4	DAM	RPLC 1 – 5	Used for jobs due to damage or accidents as opposed to jobs from normal wear and tear. The system tracks the costs posted to these jobs in the regular cost categories (parts, labor, etc.) and also in a separate category for accident costs.
  5	PM	RPLC 1 – 5	Used for doing preventive maintenance jobs.
  6	OUT	RPLC 1 – 5	Used for jobs done by another company. The system tracks the costs posted to these jobs in outside cost categories.
  7-10	USER-DEFINED		N/A

  
  

• Quantity: Accept the default value of 1 or enter a new number indicating the number of times this job is to be performed. For example, if you need to do brake jobs on the right and left front wheels, enter 2 as the quantity. The estimated hours will be adjusted accordingly. Line notes can be added to instruct the mechanic on which wheels to do the brake jobs. This saves you from having to add two work order lines for the same job.
• Estimated Hours (SSI, Miscellaneous I tab, switch 42-part 2): This field is filled in with the estimated hours from the VMRS code. If the estimated hours are 0.0, you'll have a chance to change it; otherwise, this field is skipped. The estimated hours shown varies depending on the job (VMRS code) and repair type. When the template is applied to a work order, the vehicle difficulty factor may be checked and the estimated hours number may be adjusted accordingly. Refer to "How the System Determines the Estimated Time for a Job" for additional information.

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